Latest Institutional Purchases of Pathfinder Bancorp, Inc. (PBHC)
This list provides information on the latest institutional transactions involving Pathfinder Bancorp, Inc. (PBHC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
80.1KNew |
$1.1M - $1.35M
|
80.1K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
38.4K+ 12.16% |
$526K - $646K
|
354K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4K+ 53.3% |
$184K - $226K
|
38.6K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.38KNew |
$46.3K - $56.9K
|
3.38K
$50.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.22K+ 8.56% |
$44.2K - $54.3K
|
40.9K
$614K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.4K+ 6.72% |
$19.2K - $23.7K
|
22.3K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.14K+ 8.5% |
$15.6K - $19.2K
|
14.6K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
157+ 654.17% |
$2.15K - $2.65K
|
181
$2.72K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82+ 0.24% |
$1.12K - $1.38K
|
33.8K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.12% |
$370 - $455
|
23K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3+ 15.0% |
$41.1 - $50.6
|
23
$345
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.1KNew |
$262K - $298K
|
17.1K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
15.6KNew |
$240K - $272K
|
15.6K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
537+ 185.81% |
$8.26K - $9.39K
|
826
$12.4K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
8.44K+ 16.7% |
$133K - $160K
|
59K
$884K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
173New |
$2.73K - $3.27K
|
173
$2.6K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
197+ 0.21% |
$2.36K - $2.6K
|
91.9K
$1.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8New |
$95.8 - $106
|
8
$120
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Minerva Advisors LLC
Bala Cynwyd, PA |
BUY
|
- |
5.61K+ 2.18% |
$64.5K - $80K
|
262K
$3.93M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$132K - $162K
|
10.2K
$153K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2KNew |
$25.8K - $31.8K
|
2K
$30K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.41KNew |
$141K - $163K
|
7.41K
$111K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14K+ 30.75% |
$267K - $300K
|
59.7K
$895K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.4K+ 92.15% |
$297K - $320K
|
38.4K
$576K
|
|